Connect Docugami and Quipu to Build Intelligent Automations
Ready to use Docugami and Quipu automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Create Project
Triggers when new projects are created within the selected time interval.
Create Docsets
Triggers when new docsets are created within the selected time interval.
Do thisActions
Action is the task that follows automatically within your Docugami integrations.
Create a docset
Create a docset in Docugami.
Create a project
Create a Project in Docugami.
Publish a project
Publish a project in Docugami.
Create Contact
Creates a contact.
Create an Income Invoice
creates an income invoice
Create an Income Ticket
creates an income ticket
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Frequently Asked Questions
To start, connect both your Docugami and Quipu accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Quipu (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Quipu. This includes choosing which data fields go into which fields of Quipu, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Quipu typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Docugami and Quipu. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Docugami
Enhance your document engineering processes with Docugami's specialized AI tools designed to transform how your business creates and understands documents.
Learn MoreAbout Quipu
Quipu is a comprehensive financial management platform designed to streamline accounting, invoicing, and expense tracking for small to medium-sized businesses. It offers a user-friendly interface and robust features to help businesses manage their finances efficiently.
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